Speaker Details

Bonnie Gortler

Senior Portfolio Manager

Signalert Asset Management LLC

About

Bonnie started at Signalert in 1982. Since 1985, she has been a senior portfolio manager. She is responsible for individual client accounts at Schwab, determining the portfolio allocations based on objectives and clients' financial and emotional ability to bear risk. She also manages the portfolio of Signalert's most conservative investment partnership. Bonnie has her BS in marketing from Long Island University CW Post. She received her MBA in finance from the Roth Graduate School of Business at LIU in 1986. In 2014, Bonnie published a book titled, Journey to Wealth: A Practical and Mindful Approach to Growing and Sustaining Financial Well-Being.